Carnegie Investment Counsel Blog

4th Quarter Tax Reminders

Posted by Alex M. Velazquez on Oct 7, 2025 11:02:57 AM

The final months of the year give you an opportunity to take stock of your finances. It’s important to align your investment portfolio and tax strategy before the calendar turns. When you prepare thoughtfully now, you could reduce taxes, avoid penalties, and position your wealth more effectively for the future. 

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Topics: Financial Planning, Taxes

Monthly Market Commentary: October 2025

Posted by Carnegie Investment Counsel on Oct 1, 2025 9:41:28 AM

What We're Watching in October

As we move into the final quarter of 2025, the market dynamics remain ripe for analysis filled with both contradiction and opportunity. With recent data revisions, interest rate forecasts, and inflation drivers offering important signals, not just about the economy, but about how to read the headlines. At Carnegie Investment Counsel, we believe staying grounded in facts and context is the key to staying ahead. 

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Topics: Investing

Warren Buffett and the Evolution of Berkshire Hathaway’s Apple Investment

Posted by Benjamin D. Connard on Sep 30, 2025 9:30:00 AM

Warren Buffett, the Chairman and CEO of Berkshire Hathaway, is widely known for his tried-and-true investment philosophy. His approach is grounded in simplicity, discipline, and a focus on businesses with durable competitive advantages. 

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Topics: Investing

Don’t Fumble at the One-Yard Line: You built a life. Now protect the handoff with the wealth transfer talk.

Posted by Bob Carroll on Sep 23, 2025 11:02:41 AM

If you've spent a lifetime working hard, building wealth, and providing for your family, it can be difficult to think about entrusting it to someone else. But from my personal experience as well as guiding clients through it, it’s better to have a plan and let it evolve as seamlessly as possible so that it doesn’t become a burden to your precious loved ones down the road. 

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Topics: Financial Planning

The U.S. Government's Growing Role in the Private Sector

Posted by Benjamin D. Connard on Sep 9, 2025 11:12:00 AM

The idea of the U.S. government taking direct ownership stakes in private companies felt largely anathema to the nation's capitalist ideals. Yet, the current administration is increasingly embracing a more active role in the private sector. This isn't about regulation or tax incentives; it's about direct investment and influence, echoing—but diverging from—past interventions. 

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Topics: Economy

Monthly Market Commentary: September 2025

Posted by Carnegie Investment Counsel on Sep 2, 2025 9:15:00 AM

What We're Watching in September

It may be back-to-school season, but markets never took a summer break. Equities are hovering near all-time highs, inflation progress is uneven but improving, and earnings have topped cautious expectations. The backdrop: a potentially pivotal policy moment after the Jackson Hole Economic Policy Symposium, where a September rate cut is now squarely on the table. A well-telegraphed, data-dependent cut would ease financing costs for households (mortgages, autos) and corporates (refinancing, capex, M&A); helpful tailwinds as consumers grapple with housing affordability and companies navigate tariffs and supply chains. 

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Topics: Investing

Deduction Stacking: A Smarter Way to Maximize Charitable Giving

Posted by Shams Afzal, AIF® on Aug 27, 2025 3:29:35 PM

With the recent tax bill raising the cap on state and local tax (SALT) deductions from $10,000 to $40,000, a new planning opportunity has opened for high-net-worth individuals and couples. For nearly a decade, many households found themselves unable to benefit meaningfully from itemized deductions. The high standard deduction meant charitable gifts often provided no additional tax benefit. But now, deduction stacking has entered the conversation as a way to maximize both your generosity and your tax efficiency.

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Topics: Financial Planning

Smart Ways to Pay for College: Funding Options Every Family Should Know About

Posted by Cooper Smith, CFP® on Aug 21, 2025 9:13:45 AM

The rising cost of higher education presents a challenge for many families. The good news: with thoughtful planning and the smart use of available tools, these costs can become much more manageable. For parents and grandparents who want to support education goals, understanding the different savings vehicles and tax benefits is key. 

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Topics: Investing

Stablecoin: What It Is, Why It Matters, and Where It's Headed

Posted by Benjamin D. Connard on Aug 12, 2025 8:45:00 AM

Stablecoins have been around for a little while now, but they’re back in the spotlight thanks to some new legislation—the GENIUS Act. With all the buzz, it’s worth unpacking what stablecoins are, why they’re gaining traction globally, and whether they really matter for the average U.S. consumer.

Let’s start from the top.

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Topics: Investing

Monthly Market Commentary: August 2025

Posted by Carnegie Investment Counsel on Aug 1, 2025 10:15:00 AM

What We're Watching in August

It is August, and that means we are in the middle of the “Dog Days of Summer.” However, the stock market is acting like anything but a dog. Stocks continue to rise while inflation data has held steady, and corporate earnings have generally exceeded expectations. Several factors are affecting the long-term outlook, such as uncertainties regarding future Federal Reserve policies, bond market conditions, and patterns in consumer spending. Here is what our investment team is keeping a keen eye on this month. 

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Topics: Investing

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